Attach a document when mailing a check
You can now upload a PDF to include with any check you mail — useful for sending an itemized statement alongside a patient refund. The document is printed in black and white and mailed in the same envelope as the check.Balance history
View your account balance over time with the new balance history chart on the home page and dedicated account pages. Choose from four lookback periods — 1 month, 3 months, 1 year, or year-to-date — to zoom in on the time range that matters.Transaction categories
Categorize any transaction directly from the detail panel. A category column is included in every CSV export.For MSOs, categories like MSO Fees and MSO Loan Repayment create an audit trail that keeps fee and loan flows legally distinct. See the full list of categories.Email when microdeposits arrive
Payroll companies often send small deposits when you’re linking a new bank account and asks you to confirm the amounts to prove account ownership.You’ll now receive an email the moment those deposits land, so you can finish verification without constantly checking your Lemma transactions.Filter, sort, and export on Payer Remittances
The Payer Remittances now supports filtering and sorting your data. Filters are saved to your URL so you can bookmark the page or share a link with a coworker.Click-to-copy on transaction details
Clicking transaction metadata will automatically copy it — useful for billing teams who regularly copy trace numbers.ACH addenda surfaced
The free-text addenda field that payers and senders include with an ACH transfer is now shown in the transaction details. The addenda is useful for billing teams to match payments to invoices.Type dates directly into calendar pickers
Every date input in the dashboard now lets you type in case you want to skip using a mouse to select a date on the calendar.Inline notes on lockbox items
Leave a note on any item in your lockbox feed without leaving the page. Notes are useful for flagging items that need follow-up (“call payer”), recording which payments were posted to your EHR, and any other billing team workflow.Unified provider switcher
The provider switcher in the top-left now shows everything that’s relevant to your account in one place:- Active entities you already manage
- Pending applications that haven’t finished onboarding
- Invitations from practices that have added you as a collaborator
Export transactions to QuickBooks
Export your Lemma transactions as a.qbo file and import them straight into QuickBooks. Exports respect any active filters on the transactions page, so you can pull a single account, date range, or category.Collaborative application
Fill out your Lemma account application alongside coworkers in real time. Each person can enter the sections they’re responsible for — like beneficial owner details — without sharing sensitive personal information. Sensitive fields like Social Security numbers open in a private popup and are encrypted immediately, invisible to other collaborators. Learn more about collaborating on an application.Hide account and routing numbers by default
Account and routing numbers on the accounts page are now redacted by default and only shown when you click to reveal them. This reduces incidental exposure during screen shares and demos.Mail checks for vendor payments
Our dashboard lets you mail checks to vendors directly, eliminating trips to the post office and making it easy to handle payments like government fees.Disable sweeps to keep them as drafts
Collaborate on cash sweeps by disabling them and continuing to edit them until you’re ready to turn them on. All cash sweeps are active by default when published but you can disable them from the cash sweeps page to stop them from running until you’re ready.Recent transactions in the accounts and card detail pages
The card and bank account pages now list recent transactions right alongside the account info, so you can quickly find what you need without jumping over to the main transactions page.Mobile check deposits
Deposit paper checks from your phone on the move money page of the dashboard. Snap a photo of the front and back and funds are credited to your account once the check clears. A live viewfinder with edge detection helps you capture a clean image on the first try. Depositing from a desktop works too — upload a photo of the front and back of the check instead of capturing one with the camera.Cash sweeps
Set up automated transfers that run on a recurring schedule. Define rules for each sweep — including the amount, destination, days of the week, and time of day — so money is always where it needs to be without manual intervention.Dedicated provider links
Each provider now has its own URL so you can have multiple tabs open for each entity you control. The URLs look likeapp.getlemma.com/entity_123 and app.getlemma.com/entity_456. This is important for MSO-PC structures where one individual may own multiple providers and wants to bookmark direct links to specific dashboards. Read our docs to learn how to link different providers.